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Meta's AI Strategy
Zuck’s Vision and Why Meta’s Spending so Much on Talent
Jun 24
•
Eric Flaningam
33
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Meta's AI Strategy
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3
Toast: A Recipe for Building a System of Record
A Deep Dive on the Vertical Software Company & Lessons on Building AI Companies Today
Jun 16
•
Eric Flaningam
39
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Toast: A Recipe for Building a System of Record
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7
A Primer on US Healthcare
Value Chain, History, Incentives (why is everything so expensive?), and AI's Case for Market Expansion
Jun 2
•
Eric Flaningam
102
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A Primer on US Healthcare
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9
May 2025
TSMC: The Index on Technology
A deep dive on TSMC: How TSMC disrupted the semiconductor industry, its current state, and its path ahead.
May 19
•
Eric Flaningam
62
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TSMC: The Index on Technology
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4
The Siren Song of Advertising
How will ads affect AI business models?
May 11
•
Eric Flaningam
39
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The Siren Song of Advertising
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1
Q1 '25 Cloud Update: Risk-Adjusted AI
A Quarterly Cloud Update on Amazon, Microsoft, Google, and Meta
May 4
•
Eric Flaningam
51
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Q1 '25 Cloud Update: Risk-Adjusted AI
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April 2025
The Current State of Digital Advertising
The Shifting of Attention, Regulation, and Social Media’s Evolution
Apr 27
•
Eric Flaningam
54
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The Current State of Digital Advertising
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4
The Evolution of Digital Advertising
The History of Digital Ads, Aligning Incentives, and Business Models That Really Work
Apr 20
•
Eric Flaningam
50
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The Evolution of Digital Advertising
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6
Salesforce & AI Strategy
A deep dive on the CRM Company, AI's role in its future, and potential shifts in software value chains
Apr 6
•
Eric Flaningam
45
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Salesforce & AI Strategy
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9
March 2025
The Evolution of Marketplaces
A Primer on the Past, Present, and Future of the Marketplace Business Model
Mar 30
•
Eric Flaningam
59
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The Evolution of Marketplaces
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3
Databricks and the Future of Data
A Case Study on Riding S Curves: Past, Present, and Future of the Data & AI Company
Mar 23
•
Eric Flaningam
58
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Databricks and the Future of Data
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On the Lifecycle of Industries
Two Roads Diverge: AI's Rise and Software's Consolidation
Mar 15
•
Eric Flaningam
41
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On the Lifecycle of Industries
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2
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